Mountainone Financial, Inc. Pension Plan — Form 5500 plan (Mountainone Financial, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mountainone Financial, Inc. Pension Plan is a benefit plan reported by Mountainone Financial, Inc. under EIN 36-4495073 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $23,845,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountainone Financial, Inc.
- EIN
- 36-4495073
- Plan number
- 001
- Plan type
- 2
- Location
- North Adams, MA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $23,845,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20250814111746NAL0027752866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,845,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,845,703
- Net assets (BOY)
- $19,574,396
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $5,501,797
Expenses & distributions
- Benefits paid
- $1,111,983
- Administrative expenses
- $118,507
- Total expenses
- $1,230,490
- Net increase / (decrease)
- $4,271,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,338 | $0 | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $16,785 | not reported in the loaded dataset | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mountainone Financial, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in North Adams, MA
- Principal Life Insurance Company — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation